New Feature Alert: Tax Line Items & Taxes Report!

Coach Natalie
Coach Natalie Administrator, Moderator admin

We are excited to announce that Quicken Simplifi Personal users will now have the ability to assign Tax Line Items and run a Taxes Report!

With the Tax Line Items, you can assign these to your Categories by making them 'Tax Related' and then selecting the Tax Form to use. When you use these Categories on your transactions, Quicken Simplifi will track the data and put it into a Report for you. You can then export the Taxes Report so you have it handy when filing taxes!

Please note that the Taxes Report is currently available in Early Access. We will have it shipped to all users soon.

We hope everyone enjoys these enhancements for tax season this year!

-Coach Natalie

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